Jennifer is a Partner based in the Silicon Valley office. She is responsible for providing comprehensive investment and planning advice to individual clients, with a specialty in working with people in transition and entrepreneurs with substantial equity awards. Many of her clients are women seeking financial advice about career changes, divorce, remarriage, and retirement. Jennifer’s ideal client has a moderate to complex financial life and can benefit from tax planning, oversight of private/illiquid investments, liability risk assessment, intergenerational estate transfer planning, lifetime cash flow analyses, and strategic planning around charitable giving, use of retirement vehicles, and/or equity compensation awards. In her role, she strives to increase assets under management, retain assets, and achieve unparalleled client satisfaction.
Prior to joining Cerity Partners, Jennifer was a Principal at B|O|S where she managed the firm’s Silicon Valley Office. Before joining B|O|S, she served as a Financial Consultant for Merrill Lynch in Seattle as well as for an independent firm where she was responsible for developing and implementing the firm’s investment strategy.
Every year between 2018–2022, Jennifer ranked on Forbes “Top Women Wealth Advisors” and between 2018-2021 on their “Best-In-State Wealth Advisors” for the Northern California region annual lists. She also ranked #19 on Working Mother’s 2021 “Top Wealth Advisor Moms” list after having also appeared on their 2017, 2018, 2019 and 2020 lists. Additionally, Jennifer was recognized as one of the “Most Influential Women in Bay Area Business” in 2018 by the San Francisco Business Times and as one of Barron’s “Top 100 Women Financial Advisors” in 2014, 2015, 2016, and 2017.
Jennifer earned her Bachelor of Arts in Business Administration from Seattle University. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Jennifer actively participates in numerous financial and community organizations including the Burlingame Library Foundation Advisory Board and the CFA Institute of San Francisco. She is also a volunteer with Rock The Street, Wall Street, a former member of National Association of Financial Executives, and a past President and current member of the Peninsula Tennis Club.